UB
ADUS icon

UMB Bank’s Addus HomeCare ADUS Stock Holding History

UMB Bank’s Portfolio ADUS Stock Details ADUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.6K Buy
252
+7
+3% +$742 ﹤0.01% 1537
2025
Q4 		$26.3K Buy
245
+27
+12% +$3.1K ﹤0.01% 1465
2025
Q3 		$25.7K Buy
218
+35
+19% +$3.93K ﹤0.01% 1366
2025
Q2 		$21.1K Buy
183
+47
+35% +$5.08K ﹤0.01% 1359
2025
Q1 		$13.4K Sell
136
-51
-27% -$5.67K ﹤0.01% 1444
2024
Q4 		$23.4K Sell
187
-1
-0.5% -$126 ﹤0.01% 1187
2024
Q3 		$25K Sell
188
-37
-16% -$4.67K ﹤0.01% 1130
2024
Q2 		$26.1K Buy
225
+88
+64% +$9.42K ﹤0.01% 991
2024
Q1 		$14.2K Buy
137
+8
+6% +$748 ﹤0.01% 1190
2023
Q4 		$12K Sell
129
-333
-72% -$29K ﹤0.01% 1242
2023
Q3 		$39.4K Buy
462
+67
+17% +$5.97K ﹤0.01% 890
2023
Q2 		$36.6K Buy
395
+62
+19% +$5.92K ﹤0.01% 924
2023
Q1 		$35.6K Hold
333
– – ﹤0.01% 926
2022
Q4 		$33K Hold
333
– – ﹤0.01% 956
2022
Q3 		$32K Buy
333
+254
+322% +$23.3K ﹤0.01% 974
2022
Q2 		$7K Buy
+79
New +$6.63K ﹤0.01% 1478

Other funds holding ADUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return